Ryan Sweet Email and Phone Number
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About MeAs a benefits consultant with extensive experience in the oil industry, I specialize in helping employees navigate the complexities of their compensation packages. My mission is to empower professionals to maximize their financial futures through strategic planning and tailored advice.What I DoI work closely with oil companies and their employees to provide expert guidance on:Pensions: Understanding the nuances of pension plans and how to optimize retirement income.401(k) Plans: Assisting in the selection of investment options and contribution strategies to build a secure retirement nest egg.Stock Options: Educating employees on the implications of stock options, including tax considerations and exercise strategies to maximize value.Mega Backdoor Roth Conversions: Guiding clients through the process of making after-tax contributions and converting them to Roth IRAs for tax-free growth.Why It MattersNavigating employee benefits can be overwhelming, especially in the oil industry, where packages may include unique elements. By working with me, clients can:Enhance Financial Literacy: Gain a deeper understanding of their benefits and how to leverage them effectively.Make Informed Decisions: Access personalized insights to make strategic choices that align with their long-term financial goals.Secure a Stronger Future: Develop a comprehensive plan that maximizes retirement savings and minimizes tax liabilities.
Cutler Investment Group
View- Website:
- cutler.com
- Employees:
- 14
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Wealth Management AdvisorCutler Investment Group Jun 2024 - PresentAnchorage, Alaska, United StatesIn my role as a Wealth Management Advisor at Cutler Investment Group in our Anchorage, Alaska office, I provided comprehensive financial guidance to clients, specializing in tax strategies and retirement planning. With our team that is dedicated to helping clients achieve their long-term financial goals, with a focus on community impact and family legacies. I stayed current on market trends and political changes to provide clients with up-to-date advice.
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Financial Services RepresentativeNylife Securities Llc Dec 2013 - Jun 2024Anchorage, Alaska AreaRegistered Representative offering securities products and services through NYLIFE Securities, LLC, Member FINRA/SIPC, A Licensed Insurance Agency. -
AgentNew York Life Insurance Company Feb 2013 - Jun 2024Agent licensed to sell insurance through New York Life Insurance Company -
Marketing And Events Coordinating InternSeattle Pacific University Dec 2010 - Jun 2011Promote on campus events such as fundraisers and athletics. Sit in on meetings with dorm supervisors coordinating what events they think there students will be the most interested and what are the best ways to get their attention. Day to day work making fliers for the events and going through the process to get them approved and posted around campus.
Ryan Sweet Skills
Ryan Sweet Education Details
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Sbge At Seattle Pacific UniversityBusiness Administration Marketing
Frequently Asked Questions about Ryan Sweet
What company does Ryan Sweet work for?
Ryan Sweet works for Cutler Investment Group
What is Ryan Sweet's role at the current company?
Ryan Sweet's current role is Helping Alaskan Oil Workers Navigate Complex Benefits to Maximize Pensions, 401(k)s, Stock Options, and Mega Backdoor Roth Conversions | MAXIMIZE YOUR WEALTH.
What is Ryan Sweet's email address?
Ryan Sweet's email address is sw****@****spu.edu
What is Ryan Sweet's direct phone number?
Ryan Sweet's direct phone number is +184328*****
What schools did Ryan Sweet attend?
Ryan Sweet attended Sbge At Seattle Pacific University.
What skills is Ryan Sweet known for?
Ryan Sweet has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Powerpoint, English, Windows, Research, Outlook, Strategic Planning, Budgets, Team Building.
Who are Ryan Sweet's colleagues?
Ryan Sweet's colleagues are Alex Lund, Madison (Landis) Raffensperger, Esther Travis, Jenny Leroy, Cfp®, Chris Burkhart, Fpqp®, Scott Gardner, Cima, Aif, Brooke Ashland.
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Ryan Sweet
Experienced Leader With A Proven Record In Operations, Development And Multi Domain Problem Solving.Fayetteville, Nc -
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